James B Johnson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Morgan Stanley
  Chicago, IL
• 12/2016 → 11/2023
  Russell Lowell Cateringllc
  Bothell, WA
• 10/2021 → 06/2022
  Core Spaces Llc
  Seattle, WA
• 11/2022 → 08/2023
  Core Spaces Llc
  Seattle, WA
• 01/2001 → 12/2016
  Unemployed
  Kenmore, WA

Other Businesses

*581236 - Opus Ventures LLC; Investment related-Yes; Kenmore, Washington; Investment/Finance/Banking; Partner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 5; Investment Decisions/Advice, Administrative, Accounting/Bookkeeping, Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30